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| Plan Name | INCOME ASSET ADVISORY INC 401 K PROFIT SHARING PLAN TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | INCOME & ASSET ADVISORY INC |
| Employer identification number (EIN): | 133335155 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JAMES MCCAULEY | 2024-07-15 | ||
| 001 | 2022-01-01 | JAMES MCCAULEY | 2023-06-22 | JAMES MCCAULEY | 2023-06-22 |
| 001 | 2021-01-01 | JAMES P MCCAULEY JR | 2022-05-09 | ||
| 001 | 2020-01-01 | JAMES P MCCAULEY JR | 2021-05-07 | ||
| 001 | 2019-01-01 | JAMES MCCAULEY | 2020-06-25 | ||
| 001 | 2018-01-01 | JAMES MCCAULEY | 2019-03-19 | ||
| 001 | 2017-01-01 | JAMES P MCCAULEY JR | 2018-06-04 | ||
| 001 | 2017-01-01 | JAMES P MCCAULEY JR | 2018-06-05 | ||
| 001 | 2016-01-01 | JAMES P. MCCAULEY JR. | 2017-05-11 | ||
| 001 | 2015-01-01 | BRYNA ORTIZ | 2016-05-24 | ||
| 001 | 2014-01-01 | JAMES P. MCCAULEY JR. | 2015-06-02 | ||
| 001 | 2013-01-01 | JAMES P. MCCAULEY JR. | 2014-05-19 | ||
| 001 | 2012-01-01 | INCOME ASSET ADVISORY INC | 2013-05-29 | ||
| 001 | 2011-01-01 | INCOME ASSET ADVISORY INC | 2012-05-21 | ||
| 001 | 2010-01-01 | INCOME ASSET ADVISORY INC | 2011-06-16 | ||
| 001 | 2009-01-01 | INCOME ASSET ADVISORY INC | |||
| 001 | 2009-01-01 | INCOME ASSET ADVISORY INC | |||
| 001 | 2009-01-01 | INCOME ASSET ADVISORY INC |
| Measure | Date | Value |
|---|---|---|
| 2009: INCOME ASSET ADVISORY INC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2009: INCOME ASSET ADVISORY INC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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